Senior Financial Analyst

Job Title: Senior Financial Analyst

Salary Grade/Level/Family/Range: To be defined by HR.

Reports to position: Director, Finance

Date: 7/11/2023

Summary/Objective

The Senior Financial Analyst (“SFA”) will be a critical team member within the Finance department at Evoque. They will be heavily oriented to supporting Evoque’s core corporate finance activities while also serving as a key liaison to business partners across the organization. The SFA will assemble data, perform detailed analyses, and assist departmental leadership teams in generating fact-based recommendations that align with Evoque’s strategies for growth. They will also have a substantial role in corporate planning with ownership of key elements of the company’s reporting and forecasting activities.

Essential Functions

• Own Evoque’s corporate financial model, including monthly roll-forwards, quarterly updates, and 5-year planning.
• Operate as the point-person in Finance for all aspects of revenue generating activities, developing a deep understanding of recurring revenue dynamics across product lines, client segmentations, and optimization opportunities.
• Perform detailed financial analyses on projects spanning various commercial activities (product launches, promotional activities, pricing, and competitive response.)
• Partner with Sales, Product, and Channel teams to develop and enhance standardized financial & operational measurement for revenue generating activities.
• Create and own internal models used to support business cases, deal & pricing evaluations.
• Oversee and execute financial modeling and assist with presentation creation for investment cases supporting Evoque’s growth.
• Manage monthly reporting packages for executive leadership.
  • Provide accurate and timely reporting analysis.
  • Drive improvements in the quality and actionability of reporting.
• Support financial and operational reporting to Evoque’s financial sponsor.
  • Manage model updates and roll forwards.
  • Analyze and explain variances to forecast, plan, and prior year.
• Support capital project reporting and financial evaluations.
• Support 13-week cash flow forecasting, and other treasury-related activities as needed.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Competencies

• Experience in financial modeling / construction of complex analytics and demonstrated discipline in managing large Excel models.
• Advanced skills in Microsoft Excel and PowerPoint.
• Strong verbal and written communication, interpersonal, mathematical, and analytical skills.
• Capability and willingness to work to meet key deadlines on unique projects.
• Strong attention to detail and organization.
• Figure-it-out mentality with a devotion to accuracy and data integrity.

Supervisory Responsibility

None

Work Environment

Hybrid, in-office (Irving, TX) three days per week work model

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

• Communicate and exchange information regularly.
• Sit or stand for prolonged periods (50% of the time). 
• Type on a computer; constant use of hands to finger, handle or feel; and reach with hands and arms.

Position Type/Expected Hours of Work

Full time  

Travel

None

Required Education and Experience

• Bachelor’s degree in finance, accounting, or related discipline.
• 3 years overall professional experience with time spent in investment banking and/or consulting.  

Additional Eligibility Qualifications

Work Authorization/Security Clearance (if applicable)

N/A

AAP/EEO Statement

Evoque provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Evoque complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Evoque expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Evoque employees to perform their job duties may result in discipline up to and including discharge.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.